ShellBlack

For financial services firms looking to generate leads, re-engage existing clients, or tackle complex business logic or data migrations, the ShellBlack team can help simplify and succeed with Salesforce. Our engagements vary in size and scope — from a single department to multiple offices with hundreds or even thousands of employees. https://lnkd.in/g9aiTmy8 #Salesforce #SalesforceConsultingPartner #Advisor #WealthFirms #FINS #FinancialServicesCloud #FinancialServices #SalesCloud #SalesforceTraining

With ShellBlack as their M&A Salesforce partner, a Barron's top 50 RIA firm showed a 50% reduction in average time to complete a full CRM migration. Contact us today to find out how ShellBlack can work as a seamless extension of your M&A transition team. https://lnkd.in/gGZ3CQBp #Salesforce #SalesforceConsultingPartner #FinancialServicesCloud #WealthManagement #FinancialServices #RIA #Advisors #WealthTech #MergersandAcquisitions

As M&A continues to reshape the wealth management industry, ShellBlack helps firms navigate key drivers of post-merger success: ✓ A single source of truth ✓ Aligned business processes ✓ Strong change management ✓ Role-based training that drives adoption At ShellBlack, we’ve helped hundreds of financial services organizations navigate complex CRM migrations, consolidations, and Salesforce data transformations. Our latest blog post explores what happens when post-merger technology integration lays the groundwork for client continuity and business growth. Read more: https://lnkd.in/gBbbaXnD #ShellBlack #FinancialServices #Salesforce #WealthManagement #CRM #ChangeManagement #Training

AI in wealth management isn’t about hype — it’s about turning data into informed decisions. Salesforce AI helps registered investment advisors (RIAs) unlock insights, automate manual work, and deliver more personalized client experiences at scale. From Einstein’s predictive intelligence to Agentforce’s AI-powered digital agents, the opportunity is real — but only if it’s configured for your firm. ShellBlack helps wealth teams use Salesforce the right way, aligning Einstein and Agentforce to your strategy so you can grow, scale, and serve clients more effectively. https://lnkd.in/gSp-VWks #Salesforce #ShellBlack #SalesforcePartner #AI #SalesforceAgentforce #SalesforceEinstein #DigitalAIAgents #AIforFINs #FinancialServices #RIAs #WealthManagement

Are you still spending hours manually reconciling client data or wrestling with inconsistent information across systems? There's a better way. Introducing ShellBlack's Multi-Custodial Data Aggregator for Salesforce Financial Services Cloud (FSC) — the only solution that offers true multi-provider integration with tax lot synchronization. Imagine a comprehensive view of all client investments, automated data flows, and precise matching logic — right in Salesforce. Watch the webinar recording to learn how our accelerator, powered with data from BridgeFT, can support your team and serve your clients. https://lnkd.in/g6njn_un #SalesforcePartner #Salesforce #FinTech #WealthTech #FinancialServicesCloud #MultiCustodialData #Schwab #Pershing #Fidelity 

Is your team only getting “one and done” Salesforce training? For most firms, that’s the root cause of low adoption, inconsistent processes, and data you can’t trust. The truth is: Your Salesforce admin isn’t a professional trainer. And they shouldn’t have to be. At ShellBlack, we deliver ongoing, role-based training that helps your teams actually use Salesforce the way your firm intended. Because real transformation doesn’t happen in a single webinar — it happens through repetition, reinforcement, and hands-on guidance tied to your processes. Our team has trained thousands of financial services users, and the results show up in advisor productivity, cleaner data, and better client experiences. See how financial firms like yours transformed adoption: 👉 https://lnkd.in/encZYEpz #ShellBlack #FinancialServices #Salesforce #SalesforceTraining #FINs #SalesforceFinancialServicesCloud #FSC #TrainingExperts

Advisors operate at the household level. Salesforce activities don’t. When activities live across multiple objects and owners, advisory firms lose clarity. For firms using Salesforce Financial Services Cloud (FSC), fragmented activity tracking creates risk — inconsistent messaging, missed follow-ups, and limited oversight. We’ve enhanced our Household Activity Aggregator to deliver: ✔️ True household-level activity visibility ✔️ Filtering by Open, Completed, or Activity Type ✔️ Recurring activity controls ✔️ Admin customization for cleaner UX If your CRM doesn’t show the full engagement story, it’s time to fix that. Read what’s new: 👉 https://lnkd.in/gHtjzFwS #ShellBlack #Salesforce #SalesforceFSC #FinTech #WealthTech #SalesforcePartner #WealthManagement #RIAs #ShellBlackAccelerators

Imagine cutting your pre-underwriting time from 4–5 days to less than 24 hours. That’s exactly what ShellBlack did for a Pennsylvania insurance company. Our Salesforce experts helped the firm fast-track its pre-underwriting process, enabling customers to get answers more quickly. By introducing time-savers like guided workflows and e-signatures, ShellBlack helped the client streamline data collection and document generation — dramatically reducing turnaround times. If you’re looking to accelerate underwriting while driving efficiency and elevating the customer experience, let’s connect. https://lnkd.in/gKgP-hkm #ShellBlack #Salesforce #SalesforcePartner #Insurance

Make informed decisions backed by data. Salesforce’s robust analytics and reporting capabilities empower your firm to gain actionable insights from client interactions, market trends, and performance metrics. This data-driven approach enables you to refine strategies, identify opportunities, and proactively address challenges. https://lnkd.in/e_kwq7K #ShellBlack #Salesforce #SalesforcePartner #FinancialServices #WealthManagement #RIAs #Analytics #ReportsandDashboards

Business process management (BPM) isn’t just about automation — it’s about scale, consistency, and control. As RIAs grow, manual workflows and rigid processes become operational risks. In our blog, we break down BPM for RIAs, how Salesforce supports BPM, and how choosing the right approach can deliver real efficiency gains — like saving 12 minutes per process. If you’re using Salesforce but still relying on spreadsheets, emails, or static workflows, this one’s for you. 👉 Read the full blog: https://lnkd.in/gV2tQfVU #ShellBlack #WealthManagement #RIA #Salesforce #BusinessProcessManagement #OperationalEfficiency #FinTech